Position in WELL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,815
-$23,984 QoQ
Shares Held
8
-94.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,554
of 1,580 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Provenance Wealth Advisors, LLC holds $262,928 across 3 REIT - Healthcare Facilities names. WELL ranks #3 (0.7% of the industry book) .
All Filings in WELL
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,815 | 8 | Shares | Sole | 2026-07-24 | |
| 2025-12-31 | $25,799 | 139 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $24,761 | 139 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $21,368 | 139 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $21,296 | 139 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $17,518 | 139 | Shares | Sole | 2025-08-15 | |
| 2024-09-30 | $17,796 | 139 | Shares | Sole | 2025-08-15 | |
| 2024-06-30 | $14,490 | 139 | Shares | Sole | 2025-08-15 | |
| 2024-03-31 | $12,988 | 139 | Shares | Sole | 2025-08-15 | |
| 2023-12-31 | $12,533 | 139 | Shares | Sole | 2025-08-15 | |
| No filing history on record for this holder in this stock. | ||||||